Eddie Zalayet, CFP^®
Managing Director – Investor Officer
PIM Portfolio Manager

Email Eddie
415-395-2735
CA Insurance License #0C39522

Howard Adler
Managing Director – Investment Officer
Senior PIM Portfolio Manager

Email Howard 
415-395-2726
CA Insurance License #0A03485

Berit Suba, MBA, CFP^®, CSRIC^TM
Managing Director – Investment Officer
PIM Portfolio Manager

Email Berit 
415-395-2432
CA Insurance License #0H33537

Stephanie Werden, MS, CFP^®, CSRIC^TM, CRPC^TM
Managing Director - Investment Officer
PIM^® Portfolio Manager

Email Stephanie 
415-291-1296
CA Insurance License #0L57522

Jack Elton CFP^®
Financial Advisor

Email Jack
303-441-0625
office: 415-395-2417
CA Insurance License #4366492

Cynthia Picha
Senior Registered Client Associate
Vice President

Email Cynthia 
415-395-2486
CA Insurance License #0G82446

Rosanna Tokar, FPQP^®
Senior Registered Client Associate

Email Rosanna 
415-395-2728
CA Insurance License: #4021781

Erekle Chanturia
Senior Client Performance Analyst

Email Erekle 
415-395-2430
CA Insurance License #0L79059

Mark Tremaine
Registered Client Associate

Email Mark
415-395-2703 
CA Insurance License #0L69884

Mia Manahan
Senior Client Associate
Officer

Email Mia
415-395-2453

Eliana Sosa
Senior Client Associate
Officer

Email Eliana
415-395-2531